WSQA PEPD Mentor Training

1. WSQA PEPD Mentor Training Session 1: Mentoring role and responsibilities

2. Course overview • PEPD Welcome- role and time commitment • Session 1: Introduction to WSQA Mentoring role and responsibilities • Session 2: Mentoring at site visit

3. First things first! • THANK YOU! • WSQA’s mission: Improving the way we live, learn, and work in Washington by helping organizations improve through the use of the Baldrige Criteria for Performance Excellence

4. Session 1 Objectives • WSQA Overview • Ethics Review • PEPD Time commitment • PEPD Roles and Responsibilities • Lite and Full Examination Process Review

5. Introductions • Name, organization, what you do • Questions and expectations? • What do you like to do when you’re not working?

6. 1. WSQA organization overview

7. What is WSQA? • Created by State law to: • Promote excellence • Recognize achievement • Educate and train • Patterned after the Baldrige National Quality Award • Awards presented annually by the Governor • Awarded to private, public, and not-for-profit organizations in manufacturing, service, education, and healthcare

8. What is WSQA? WSQA is a 501(c)(3) nonprofit organization supported by • Corporate donations • Individual memberships • Workshop, collaborative and conference fees • Many (many, many!) volunteer hours

9. Who is WSQA? • Examiners • Lite Assessment • Full Assessment • Certification follows assessment • Senior Examiners • Level 3 Team Leads • Scorebook Editors • Panel of Examiner & Process Development (PEPD) Mentors • Panel of Judges • Board of Directors • Advisory Panel • Executive Director and support team

10. WSQA Primary Differences from National • Focus on helping organizations improve • Offer both Lite and Full applications • Provide levels of recognition for Full applications • Offer Executive Briefings • Clarify comments • Provide insight on methods of improvement if asked • Organizational structure

11. Process Primary Differences w/ National • Do not have the administrative staff • Utilize software • All applicants go through consensus. Some full applicants go to site visit.

12. 2. WSQA Ethics Review • Ethics Statement • Software usage included in ethics • Conflict of Interest form and statement

13. Conflict of interest issues • WSQA seeks to avoid conflict of interest to protect process integrity • Conflicts are frequent! • First step in assignment process: determine any conflicts

14. 3. PEPD Time Commitments • Monthly meeting 1 ½ hour • Lite team mentoring Quarterly • E-mails ½ hour • Review examiner inputs stage 1- 1.5 hour • Follow up with team members- .5-1hour • Review consensus comments- 2 hours • Consensus meeting 4-6 hours TOTAL 10 hours for lite process • Team involvement 1-2 hours /month (optional) TOTAL TIME COMMITMENT: 4- 6 hours/month

15. 4. PEPD Roles & Responsibilities • Process Ethics • Process Integrity- Team follows process • Process Completion • Examiner growth- Mentoring • Process Improvement • Monthly meetings • Examiner training input • Process improvement input

16. Mentor roles and responsibilities: All teams • KEY Responsibilities • Ensure assessment process integrity • Enhance feedback report value • KEY Roles • Information resource • Process monitor • Coach/mentor to Lead Examiner and team members

17. Mentor roles and responsibilities: All teams • Information resource: answer team questions on process, criteria, scoring • Process monitor – work with lead, then observe and coach • Team-building approaches and techniques

18. Mentor activities: individual review • (Full) Review category lead/back-up assignments with Team Lead, ensure they’re communicated to the team on time • Team establishes a single Key Factors list • Review & provide early feedback to individual examiners (upon completion of Cat. 1) • Worksheets are complete • Comments are clear • Key Factor selections are appropriate • Comments appropriately references the application

19. Mentor activities: consensus • Coordinate consensus • Full: work with Lead • Lite: work with team • Ensure teams are prepared • Ensure traceability from Key Factors to feedback comments • Provide answers, guidance

20. Mentor activities: consensus • FULL: Monitor consensus process • Participate in phone calls/meetings • Ensure traceability from Key Factors to feedback comments • Provide answers, guidance

21. 4-stage team-building approach* • Clarify the collective goals • Identify those inhibitors that prevent them from reaching their goals and remove them • Put in place enablers that assist them • Measure and monitor progress, to ensure the goals are achieved * From http://www.teamtechnology.co.uk/tt/t-articl/tb-basic.htm

22. PEPD Taskforce Groups • Examiner Training • Process Review • Governance • Repeat Applicant Process

23. 5. WSQA Full and Lite Process Comparison Table- website http://www.wsqa.net/criteria.php Time Table – website

24. Lite Differences • Use only first 4 scoring bands • Scoring by category (not item) • Uses a subset of full criteria questions • Do not use key themes • Goes through Consensus, does not go to site visit • 2-3 examiners per team (often entry level examiners) • No Team Lead since there are only 3 examiners.

25. Stages of the Lite Process

26. Preparing for independent review • Read the criteria • Read the application • Familiarize yourself with the online tool • Site: http://www.shawresources.com/ • Login information in email from WSQA • Training at https://cc.readytalk.com/play?id=o6d1b4j9 (part 1) and https://cc.readytalk.com/play?id=gc87umbs (part 2) • Check in with Team Lead on Key Factors and after entering category 1 and associated results

27. 6. Examiner Software Down load manual and webinar from our website: http://www.wsqa.net/Extimetable.php Log on to Examiner software at: https://www.shawresources.com/pea2007

28. THANK YOU!! Your support and participation as Examiners helps us all by helping WSQA fulfill its mission!